FINANCIAL PLANNING FOR BUSY FAMILIES WITH BIG DREAMS Trademark
Trademark Overview
On Monday, May 20, 2024, a trademark application was filed for FINANCIAL PLANNING FOR BUSY FAMILIES WITH BIG DREAMS with the United States Patent and Trademark Office. The USPTO has given the FINANCIAL PLANNING FOR BUSY FAMILIES WITH BIG DREAMS trademark a serial number of 98559954. The federal status of this trademark filing is STATEMENT OF USE - TO EXAMINER as of Tuesday, July 1, 2025. This trademark is owned by Azimuth Wealth Management, Inc.. The FINANCIAL PLANNING FOR BUSY FAMILIES WITH BIG DREAMS trademark is filed in the Insurance & Financial Services category with the following description:
Financial advice; Financial planning; Financial planning for retirement; Insurance information and consultancy; Investment advice
General Information
| Serial Number | 98559954 |
| Word Mark | FINANCIAL PLANNING FOR BUSY FAMILIES WITH BIG DREAMS |
| Filing Date | Monday, May 20, 2024 |
| Status | 748 - STATEMENT OF USE - TO EXAMINER |
| Status Date | Tuesday, July 1, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, January 21, 2025 |
Trademark Statements
| Goods and Services | Financial advice; Financial planning; Financial planning for retirement; Insurance information and consultancy; Investment advice |
Classification Information
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, May 20, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, January 1, 2025 |
| First Use In Commerce Date | Wednesday, January 1, 2025 |
Trademark Owner History
| Party Name | Azimuth Wealth Management, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Winter Park, CO 80482 |
| Party Name | Azimuth Wealth Management, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Winter Park, CO 80482 |
Trademark Events
| Event Date | Event Description |
| Monday, May 20, 2024 | NEW APPLICATION ENTERED |
| Thursday, September 19, 2024 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, December 4, 2024 | ASSIGNED TO EXAMINER |
| Friday, November 22, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, December 23, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, January 15, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, March 18, 2025 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Friday, March 28, 2025 | USE AMENDMENT FILED |
| Friday, March 28, 2025 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, January 21, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, January 21, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, July 1, 2025 | STATEMENT OF USE PROCESSING COMPLETE |
| Tuesday, July 1, 2025 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
